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The 34 Day Reset!!
Happy New Year, everyone! 🎉 With 2020 officially in our rearview mirror (finally!), we’re kicking off 2021 with a brand new challenge for your budget! I don’t know about anyone else,…
- FanessYNAB Support
- Faness_YNAB
- 3 wk ago
- 140 replies
- 888
- 13
- killerog37 min ago
- Join A Challenge
How do I record a CC purchase that's actually a transfer (gift card)?
Hello fellow YNAB-ers! My first post and possibly a stupid question, so please go easy on me! I have an American Express card that I use for purchases and pay off completely as I go along.…
- Stejay
- stejay
- 2 hrs ago
- 1 reply
- 4
- Powder Blue Pony49 min ago
- Using YNAB
And not a sleepless night was had during closing on the house
My wife and I live on just over half our annual income. Pre-YNAB this was true. At the end of the month, pre-YNAB I would go through reports, analyze spending, and try to make sense of the damage.…
- Ivory Python
- Ivory_Python.12
- 5 hrs ago
- 1 reply
- 8
- 2
- Superbone4 hrs ago
- YNAB Wins
Handling credit card payments from more than 1 checking account
I have 3 different checking accounts for various reasons so I have created a separate budget for each one in YNAB. At times, I might make a payment to my credit card from any one of those accounts…
- Shara
- Budget_master.1
- 3 days ago
- 12 replies
- 67
- Shara7 hrs ago
- Credit Cards & Debt
Switching from Mvelopes!
Ok, I have been a long-time Mvelopes user - like 10+ years. I LOVED the methodology. I have tolerated the glitchiness. After being forced to 'upgrade' to Mvelopes 5,…
- Creekside Simplicity
- creeksidesimplicity
- 6 mths ago
- 25 replies
- 425
- 1
- Move Light Sound Life7 hrs ago
- Tips & Tricks
How to set up a HELOC in YNAB
Good evening fellow YNAB'ers. So We are embarking on a home improvement project that we have been saving for for the past year. I have about 50% of the project saved for (Thanks to YNAB) and will be…
- tgpratt
- Overworked CFO of the family
- Salmon_Filly.4
- yesterday
- 3 replies
- 72
- tgpratt8 hrs ago
- Credit Cards & Debt
Not sure if YNAB is right for me...confused?
I've been down the rabbit hole of videos and forums and FAQs and get the basic idea of YNAB. I'm not sure that it is right for me. I'm salaried with a consistent bi-weekly income.…
- Forest Green Wrench
- Forest_Green_Wrench.9
- 2 days ago
- 19 replies
- 245
- WordTenor8 hrs ago
- Using YNAB
Coming Soon: Pending Transactions
You may have seen whispers of the Pending Transactions beta floating around… and they’re rolling out soon to a budget near you! Like other releases, we’re using a phased approach.…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 2 mths ago
- 75 replies
- 1,693
- 4
- RocketBran11 hrs ago
- Announcements
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 1 mth ago
- Reported - view
Our team has released two brand new HelpDocs for more detail on how Pending Transactions work: Pending Transactions (in the web app) Pending Transactions on Mobile If you have questions,…
keeping a fund category topped up (irreg expenses)
I have a fund that I use for irregular bills (eg: quarterly water bill), once a year subscription renewals, etc. For simplicity's sake, every expense like this comes out of this fund in one big "all…
- canuckgurrl
- Powder_Blue_Projector.7
- 19 hrs ago
- 8 replies
- 52
- dakinemaui11 hrs ago
- Setting Up Your Budget
Extremely basic YNAB 4 question
I know it's unsupported as of 2019, but I would only be using it to refer to historical data. I have used it exclusively on the Mac, but now want to update to a newer MacOS that will take away my…
- Cadet Blue Wrench
- Cadet_Blue_Wrench.8
- 3 days ago
- 12 replies
- 126
- JoeDid14 hrs ago
- Tips & Tricks
The Official 2021 Debt Smackdown
Welcome to YNAB's 2021 Debt Smackdown! Happy New Year! 2021 is going to be a good one, I can just tell - or we can will it to happen 😉 With over 500 participants and more than $4.…
- Veronica
- Marketing Team
- Veronica_ynab
- 3 wk ago
- 316 replies
- 1,261
- 29
- Budget McSaverson14 hrs ago
- Join A Challenge
- Orchid Cup
- Orchid_Cup.7
- 9 days ago
- 3
- Reported - view
I remember someone shared a tip last year that we could bookmark the spreadsheet in such a way that your line would always be visible when you logged on (so you don't have to scroll to find your…
2021: The Official YNAB Savings Challenge
Welcome to the official YNAB Savings Challenge of 2021! It's that time of year where we reflect back and focus forward on what's to come in 2021! I know 2020 hit a lot of us in tough ways,…
- Veronica
- Marketing Team
- Veronica_ynab
- 3 wk ago
- 46 replies
- 718
- 9
- xgirlmama15 hrs ago
- Join A Challenge
BASIC Question - How do I define "Budget" Accounts?
Seems like a simple question, but I can't seem to ask it in a way that shows up in a search. Here's the thing: I want only one account, Checking, to show in my top-line "To be budgeted" amount.…
- Powder Blue Deer
- Powder_Blue_Deer.10
- 15 hrs ago
- 3 replies
- 49
- nolesrule15 hrs ago
- Setting Up Your Budget
- Answered
- Answered
Credit Card Interest and Multiple Cards
I'm a newbie and I'm struggling a bit with credit cards. I've watched all the videos and read the articles and I'm still not 100% clear on some things. I have 3 credit cards.…
- Alcarinque
- alcarinque
- yesterday
- 11 replies
- 94
- Navy Blue Pegasus15 hrs ago
- Credit Cards & Debt
Pet healthcare expenses
As a veterinarian, I am faced almost daily with pet owners who aren’t prepared to pay for their pets healthcare expenses. Just wondering how the YNAB community pays for their pets healthcare and…
- dkvet
- dkvet
- 9 mths ago
- 39 replies
- 640
- Annieland15 hrs ago
- Setting Up Your Budget
Choosing Between Two Categories For A Given Transaction
First time posting, and sorry if this has been covered elsewhere. I've gone back and forth over the years between two different approaches on how to select a category for certain transactions -…
- Green Cup
- Green_Cup.15
- 16 hrs ago
- 1 reply
- 25
- Annieland15 hrs ago
- Tips & Tricks
Transfer from one account mistakenly added to Budget Available
I had an inheritance that I was keeping in my checking account until I decided I wanted a large part of it moved to a family trust account. (Both being tracked by YNAB.…
- Powder Blue Deer
- Powder_Blue_Deer.10
- 17 hrs ago
- 4 replies
- 68
- Powder Blue Deer16 hrs ago
- Using YNAB
- Answered
- Answered
Linked Accounts
hi. I've been having trouble linking my bank account for several weeks. Is this across the board? Is there yet a resolve to this?
- Navy Blue Nomad
- Navy_Blue_Nomad.16
- yesterday
- 2 replies
- 65
- RachelYNAB Support16 hrs ago
- Using YNAB
Printing itemize list within a categories for taxes
How does one print a detail list of expenses within a category?
- Ivory Case
- Ivory_Case.6
- 11 mths ago
- 3 replies
- 82
- 1
- Gray Trumpet16 hrs ago
- Using YNAB
Transferring between savings account and retirement account
Hi, new YNAB user :). I have a category under Savings called IRA. I have a goal to transfer $300/month to my IRA. A $150 transaction from my savings account to my IRA account (listed under…
- BostonSeth
- Bostonseth
- yesterday
- 3 replies
- 49
- RachelYNAB Support16 hrs ago
- Using YNAB
YNAB for Church/NonProfit-Tracking Donors
I have been a YNABer since 2009. Recently my husband became pastor of a small church. I have found some nice fund accounting software options, but I am continually frustrated that YNAB style…
- Magenta Cornet
- Magenta_Cornet
- 2 yrs ago
- 17 replies
- 1,131
- Powder Blue Cornet18 hrs ago
- Small Business
Retainers
We have a business that requires a non-refundable retainer up front (long story... several clients who we did work all the way through the project only to have them default on the bill- lessons…
- Persephone's Mom
- Persephones_mom
- 18 hrs ago
- 11
- Small Business
Show hidden categories in reports
I think that has not sense that reports group all hidden categories in one category. If I have some spends many months, and then I will no have this spend in a few months, I hide this category.…
- Hot Pink Zebra
- Hot_Pink_Zebra.13
- 7 mths ago
- 4 replies
- 111
- 2
- ynaber261318 hrs ago
- Using YNAB
USAA auto syncing
Since I use USAA's CyberCode Text for login, and since all members of USAA will be moving to MFA in the near future, can we have the option to turn off auto-syncing?…
- Magenta Hammer
- Magenta_Hammer.4
- 1 mth ago
- 14 replies
- 173
- 3
- abraham19 hrs ago
- Using YNAB
Setting up a budget for future months
Hi there, What is the best way to setup a budget for future months? I want to set the next 3 months or even a year, with goals as well. But I am struggling with having my budget $ be completely…
- YNAB Nick
- Spring_Green_Pegasus.14
- 22 hrs ago
- 4 replies
- 89
- Turquoise Major21 hrs ago
- Setting Up Your Budget

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